Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 13

Reported compensation · 2024
$495.3M

Lockton was paid $495,259,012 in commissions and fees across 3,752 employer benefit plans in 2024, as reported on Schedule A ($127,031,863 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 721 client planslost 546

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 20243,752
Verdantas LLC OH$120,710
Paleowest, LLC AZ$119,444
Reddy Ice LLC TX$118,052
Habemco, LLC CA$116,972
Lifeway Mobility CT$115,831
Bswift LLC IL$115,020
New America DC$113,917
Vialto Partners MA$113,344
Canam Bridges NH$113,203
Unbound KS$112,541
Adler University IL$112,403
Tdn Aso, LLC FL$112,227
Hmt, LLC TX$111,794
Acorn Health FL$110,642
Nextcare, Inc. AZ$110,632
Norwex USA, Inc. TX$110,061
Oceana DC$109,249
Packard Pacifica CA$109,173

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the Lockton brand.